Insurance Sales Representative, Bilingual
Kin InsuranceSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- 1 year of prior experience in sales preferred, but not required
- 1 year of customer service experience preferred, but not required
- Insurance sales experience preferred, but not required
- A valid insurance license for assigned State(s) is preferred. If not already licensed, must obtain license within specified period of time to remain employed
- Must obtain and/or maintain Property and Casualty license to sell and service insurance, within a specified time of employment as needed based on position
- Must pass licensing exam within the specified number of attempts established by the department
- Must be proficient in Spanish and English
- Above average communication skills to represent the company in a professional manner and communicate effectively with potential customers
- Previous experience with Excel, Word and web-based systems preferred
- Experience with and the ability to use a PC to perform daily duties required
- Must be detail oriented and accurate and have the ability to work independently following strict procedural guidelines
- This is an in office job
Responsibilities
- Interact and build lasting relationships with clients to have an impact on their life and our community while attending to their insurance needs
- Engages customer via inbound and outbound telephone calls to assess insurance needs and rating variables
- Completes sale of policy by collecting down payment and uploading policy
- Performs cross selling on other services offered by the company (property insurance, commercial insurance, etc.)
- Maintains records on customers including information about the consumer, source of lead, response to quote/offer application and policy according to procedures established by management
- Completes all required training in a timely manner including detailed knowledge of Kemper products and coverages
- Interacts with prospective customers in a professional manner to provide them with an insurance quote and if purchased, converts the lead to an actual policy
- Assists customer with other services as appropriate
- Prepare insurance quotes, advise customers on coverages, and convert quotes to insurance policies
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the compensation for the Bilingual Sales Agent role?
The position offers competitive base pay in addition to commission.
Is this a remote position or does it require office work?
The role is based in a local office in Las Vegas, Nevada, with in-office amenities mentioned.
What skills are required for this position?
Candidates must be proficient in Spanish and English, have above average communication skills, and be able to use a PC with experience in Excel, Word, and web-based systems preferred. A valid Property and Casualty insurance license is preferred or must be obtained within a specified time.
What is the company culture like at Kemper?
Kemper emphasizes a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance.
What makes a strong candidate for this sales agent role?
Prior sales, customer service, or insurance sales experience is preferred, along with bilingual proficiency in Spanish and English, strong communication skills, and the ability to obtain a Property and Casualty license if not already held.
Keeper
Digital platform for bookkeeping efficiency
About Keeper
Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.
Austin, TexasHeadquarters
2020Year Founded
$126.5KTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
11-50Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Company Equity
Risks
AI-driven competitors threaten Keeper's market share in bookkeeping solutions.
Rapid tech advancements require Keeper to continuously innovate to stay competitive.
Data privacy concerns could impact Keeper's reputation and client trust.
Differentiation
Keeper offers a unique client portal for streamlined communication and reporting.
The platform focuses on improving quality control and process efficiencies for bookkeepers.
Keeper is praised for its exceptional customer service in the fintech sector.
Upsides
Integration with AI tools enhances Keeper's financial data insights and reporting.
Remote work trends boost demand for Keeper's digital collaboration solutions.
Cloud adoption in accounting offers expansion opportunities for Keeper's services.
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